这一瓶颈背后，是价格与补能的双重焦虑。A级车用户对价格很敏感，而满足A级车续航要求的电池 通常需要50度电以上，导致纯电车在8-15万这个主力价位很难和燃油车竞争。同时，作为家庭主力 车，用户对续航和补能便利性的要求远高于代步小车（A00级、A0级）。里程焦虑叠加节假日排队 充电的现实，劝退了大量务实的主流用户。 另一个值得注意的是，当前补能资源正加速向"有产"车主倾斜。2025年新增充电桩中私人桩占比高 达83.6%，远超公共充电桩43.4%的增速。这意味着，数以千万计没有固定车位的城市居民（尤其在 一二线城市），很长一段时间将继续面临"找桩难、排队久、费用高"的难题。 时至岁末年初，宁德时代的巧克力换电业务热闹非凡—— 一年建成1020座乘用车换电站——这是2025年最后一天，宁德时代巧克力换电业务交出的今年最重 要的"成绩单"。 再往前看两个月，2025年10月，宁德时代联合京东、广汽推出了"埃安UT super"，该产品整合了三 方优势：宁德时代的电池技术与换电生态、京东的用户洞察与汽车后市场资源、广汽的整车制造能 力。首发2周，该车就完成了2000台的交付。 一家电池龙头，在换电赛道全力投入，从建站 ...

Domestic News - Jinan has launched the third round of automobile consumption subsidies for the second half of 2025, with a total funding of 12 million yuan, available until September 30 [2] - Avita plans to launch a flagship six-seater model priced at over 1 million yuan in 2026, focusing on the 250,000 to 700,000 yuan price range for its new models [3] - Geely has signed a cooperation agreement with Wuhan Economic Development Zone to produce new models, including the Geely Galaxy, enhancing the local electric vehicle industry [4] - Beijing Automotive Manufacturing Plant has introduced the Ruisheng brand, focusing on MPVs, with plans to invest 20 billion yuan in R&D over the next five years [5] - BYD has officially entered the Argentine market, launching a series of energy-efficient and zero-emission vehicles while also developing charging infrastructure [7] - Seres has announced a patent for vehicle control based on sign language gestures, utilizing image processing technology for accurate recognition [8] - CATL's "Chocolate" battery swap business achieved significant growth in August, with over 100 new stations launched, totaling 512 across 34 cities [9] - WeRide's Robotaxi GXR has begun testing in Singapore, marking its first deployment in Southeast Asia [10] Foreign News - Japan's new car sales in August decreased by 8.3% year-on-year, totaling 301,221 units, continuing a downward trend for two consecutive months [11] - Spain's new car sales in August increased by 17.2% year-on-year, indicating a positive market trend [12] - The UK government has expanded its electric vehicle subsidy program to include six new models, allowing consumers to save up to £3,750 on purchases [13] - Renault Group announced management changes and organizational restructuring, effective immediately, to enhance operational efficiency [14] Commercial Vehicles - FAW Jiefang's Sichuan branch has successfully rolled off its 10,000th new energy vehicle, demonstrating strong manufacturing capabilities in the commercial vehicle sector [15] - Dongfeng Commercial Vehicle has signed a contract for 100 Dongfeng Tianlong KL gas tractors, enhancing its regional market presence [16] - The Ministry of Transport is set to implement a new policy on "Artificial Intelligence + Transportation," aiming to integrate AI into the transportation sector [17] - The launch of the Yuantong X-VAN in the Central China region has attracted significant interest from outdoor enthusiasts and media [18][19]